Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Investment strategy

Investment strategy

CIO autumn update: The more things stay the same…

Change may be the only constant over the coming months. We believe investors will need to be dynamic in striking a balance between managing risks and seizing opportunities.  
By Sonja Laud

Investment strategy

Value versus growth – Will history rhyme again?

‘History doesn’t repeat itself, but it often rhymes’  (attributed to Mark Twain);
By Nigel Masding

Investment strategy

Video: Justin Onuekwusi talks to Bloomberg

Justin Onuekwusi talks to Bloomberg about the challenges in current markets and the risks and opportunities that we see on the horizon.;
By Justin Onuekwusi

Investment strategy

Does your index have a ludicrous mode?

The recent decision not to include Tesla in the S&P 500 highlights the importance of understanding the methodologies of index strategies.;
By Lawrence Chir

Investment strategy

Main Street versus Wall Street, reality versus hope?

Our thoughts on the apparent divergence between the real economy and financial markets.  ;
By Emiel van den Heiligenberg

Investment strategy

Investment distancing

I discuss the importance of avoiding crowded positions in a Bloomberg interview.  ;
By John Roe

Investment strategy

Does diversification fail us?

An increase in correlations during downturns may make diversification less attractive, but this doesn’t make it useless.  ;
By Jonathan Joiner

Investment strategy

COVID-19 and scheme members: Marrying engagement with action

During lockdown, scheme members have increasingly plugged into remote technologies to view and manage their pensions. How can the DC industry ensure it builds on these newfound levels of engagement?  
By Jesal Mistry

Investment strategy

Want a natural alternative asset? Invest in a tree

Our multi-asset funds are investing in trees. Next time you receive a fund update, you might just see a leaf in our presentations.  
By Francis Chua

Investment strategy

Should retirement withdrawals depend on real interest rates?

After spending years saving, how much should retirees spend?  ;
By John Southall

Investment strategy

Longevity and COVID-19: implications for pension funds

COVID-19 will have long-term effects on pension funds that we need to ensure we understand.  ;
By Robert Pace

Investment strategy

Seeing the good in news

I discuss the market reaction to mixed newsflow in this Bloomberg interview.  ;
By John Roe

Investment strategy

Beware a political malaise

We may be dealing with the repercussions of the coronavirus for many years after the economic lockdown is lifted.  ;
By Emiel van den Heiligenberg

Investment strategy

CIO Outlook: Looking beyond the pandemic

We believe that COVID-19 and its effects have intensified a number of long-term investment trends that were already underway. Our latest CIO Outlook explains what this means for investors.  ;
By Sonja Laud

Investment strategy

Trading places: moving the front line of finance

LGIM’s Head of Trading shares his view from the (living-room) floor on how this crisis was different, and what lessons we can take away for the future.  ;
By Ed Wicks

Investment strategy

From markets to management: a podcast with Emiel

An interview on everything from markets to management  ;
By Emiel van den Heiligenberg

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